Purchases and Sales Made in Q3 2022 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q3 2022. The information is specifically focused on institutions that hold shares of Morningstar, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-349- 2.68% |
$73.3K - $90.7K
|
12.7K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-353- 4.83% |
$74.1K - $91.8K
|
6.96K
$2.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-363- 4.75% |
$76.2K - $94.4K
|
7.29K
$2.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-365- 5.53% |
$76.6K - $94.9K
|
6.24K
$2.11M
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-390- 0.36% |
$81.9K - $101K
|
109K
$36.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-410- 40.12% |
$86.1K - $107K
|
612
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-414- 20.78% |
$86.9K - $108K
|
1.58K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-470- 5.0% |
$98.7K - $122K
|
8.93K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-499- 2.17% |
$105K - $130K
|
22.5K
$7.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-515- 17.14% |
$108K - $134K
|
2.49K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-566- 23.5% |
$119K - $147K
|
1.84K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-600- 8.33% |
$126K - $156K
|
6.6K
$2.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-605- 5.22% |
$127K - $157K
|
11K
$3.72M
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-650- 4.33% |
$136K - $169K
|
14.4K
$4.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-659- 6.91% |
$138K - $171K
|
8.87K
$3.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-700- 1.14% |
$147K - $182K
|
60.8K
$20.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-750- 15.84% |
$157K - $195K
|
3.98K
$1.35M
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-766- 2.34% |
$161K - $199K
|
31.9K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-778- 1.68% |
$163K - $202K
|
45.6K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-805- 26.86% |
$169K - $209K
|
2.19K
$743K
|
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-805- 9.78% |
$169K - $209K
|
7.42K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-861- 2.66% |
$181K - $224K
|
31.5K
$10.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
SELL
|
- |
-884- 31.87% |
$186K - $230K
|
1.89K
$641K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.03K- 1.39% |
$216K - $268K
|
73K
$24.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.2K- 28.09% |
$252K - $312K
|
3.07K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.23K- 1.33% |
$257K - $319K
|
91K
$30.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.23K- 41.11% |
$257K - $319K
|
1.76K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.24K- 16.71% |
$261K - $323K
|
6.19K
$2.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.29K- 2.47% |
$271K - $336K
|
51.1K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.32K- 15.65% |
$278K - $344K
|
7.13K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.41K- 0.96% |
$296K - $366K
|
146K
$49.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
SELL
|
- |
-1.43K- 17.08% |
$299K - $371K
|
6.92K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 31.53% |
$314K - $389K
|
3.25K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.66K- 6.36% |
$349K - $432K
|
24.5K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.67K- 31.9% |
$351K - $435K
|
3.57K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 17.9% |
$367K - $454K
|
8.02K
$2.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.92K- 5.0% |
$403K - $499K
|
36.5K
$12.4M
|
|
|
Nov 17, 2022
Q3 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-2.08K- 33.12% |
$436K - $540K
|
4.2K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.26K- 10.74% |
$474K - $587K
|
18.7K
$6.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.61K- 25.76% |
$549K - $679K
|
7.53K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.62K- 19.53% |
$549K - $680K
|
10.8K
$3.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.47K- 12.09% |
$728K - $902K
|
25.2K
$8.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.03K- 57.72% |
$847K - $1.05M
|
2.95K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-4.4K- 1.21% |
$923K - $1.14M
|
358K
$121M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.68K- 43.98% |
$983K - $1.22M
|
5.96K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-5K- 0.43% |
$1.05M - $1.3M
|
1.15M
$390M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.07K- 5.36% |
$1.07M - $1.32M
|
89.5K
$30.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.85K- 27.45% |
$1.23M - $1.52M
|
15.5K
$5.24M
|
|
|
Nov 14, 2022
Q3 2022
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-6.18K- 13.04% |
$1.3M - $1.61M
|
41.2K
$14M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-6.27K- 27.0% |
$1.32M - $1.63M
|
17K
$5.75M
|